The Swiss Life Investment Foundation is a foundation established by Swiss Life. The purpose of the investment foundation is the collective investment and management of pension assets for our third-party clients.
Tax-exempt Swiss employee benefits institutions may become affiliated with the investment foundation. Primary among these are autonomous and semi-autonomous pension funds, but also collective foundations that manage the savings process and risk insurance separately. The latter are especially suitable for smaller and medium-sized companies that want to outsource their employee benefits completely.
Board of Trustees
The board of trustees is appointed by the investors in a meeting and is largely composed of investor representatives.
Our Investment Foundation is subject to supervision by the Supervisory Commission for occupational pensions (OAK BV).
The auditor is PricewaterhouseCoopers AG.
The investment foundation works with the following partners:
- Swiss Life Asset Management Ltd – for the management of the investment groups.
- UBS Switzerland AG – as the custodian bank for the investment foundation.
- UBS Fund Management (Switzerland) AG – for accounting and the calculation of net asset values.
Swiss Life Investment Foundation: Successful Reopening of the "Real Estate Switzerland Retirement and Healthcare" investment Group
The opening of the "Real Estate Switzerland Retirement and Healthcare" investment group was very successful. The target volume of up to CHF 200 million was oversubscribed more than three times. A total of around 100 pension funds took part in the opening.
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